Client Analysis

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Client Metadata

Account ID

1000730

Account Name

1000730
Associated Projects
Project ID Project Name
VER1725 VER1725
VER2256 VER2256
Flag Summary

Project Allocations, Resources Overallocated: 0 0

Timewriting (April 2025): Corrected: 5.81h, Written: 0.00h, Difference: 5.81h (0%)

Client Financials (Aggregated)
Overall Financial Summary (Actual to July 2025)

Note: Overall totals include all historical data up to and including July 2025.

Target Fees

£20k

 

Planned Fees

£18k

Discount:
£-2k (-7.9%)

Corrected Fees

£17k

Scope Change:
£-2k (-8.5%)

Written Hours

£13k

Unrealised:
£-4k (-24.1%)

Revenue Assigned

£10k

Leakage:
£-2k (-18.2%)

Invoiced

£16k

Billing:
£5k (50.9%)

Revenue Summary by Period

Note: '2025 (Actual)' includes data up to and including July 2025. '2025 (Forecast)' includes data after this date.

Time Period Target Fees Planned Fees Corrected Fees Written Hours Revenue Assigned Invoiced
2025 (Forecast)
(After July 2025)		 £6k £6k £6k £0k £0k £0k
2025 (Actual)
(Up to July 2025)		 £8k £8k £8k £5k £3k £9k
2024 £11k £10k £9k £8k £7k £7k
Pre-2024 £0k £0k £0k £0k £0k £0k
Difference Summary by Period

Note: '2025 (Actual)' includes data up to and including July 2025. '2025 (Planned)' includes data after this date.

Time Period Target Fees Discount Scope Change Unrealised Revenue Leakage Billing
2025 (Forecast)
(After July 2025)		 £6k £-0k
(-4.1%) 		£0k
(0.0%) 		- - -
2025 (Actual)
(Up to July 2025)		 £8k £-0k
(-4.1%) 		£-0k
(-0.1%) 		£-3k
(-37.8%) 		£-2k
(-36.7%) 		£5k
(173.7%)
2024 £11k £-1k
(-10.6%) 		£-2k
(-15.0%) 		£-1k
(-11.5%) 		£-0k
(-6.2%) 		£-0k
(-2.9%)
Pre-2024 £0k £0k
(0.0%) 		£0k
(0.0%) 		£0k
(0.0%) 		£0k
(0.0%) 		£0k
(0.0%)
Monthly Financial Data (Aggregated)
2025 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £14k
Planned £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £14k
Corrected £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £14k
Written £2k £2k £0k - £0k £1k - - - - - - £5k
Revenue £1k £2k - - - - - - - - - - £3k
Invoiced £0k £8k - - - - - - - - - - £9k
2024 Financial Data
Metric Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Target £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £11k
Planned £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £10k
Corrected £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £1k £9k
Written £2k £2k - £0k £0k £2k - - - - £2k - £8k
Revenue - £4k - £0k £0k £2k - - - - £0k £1k £7k
Invoiced - £2k £0k £1k - - £2k - - - £1k - £7k
Project Allocations (Aggregated)

Note: This table lists all allocation tasks for the client's projects. Non-billable tasks and tasks without an assigned resource are excluded from financial summaries but are shown here for completeness.

Project ID Task ID Resource ID Country Grade Billable Start Date End Date Allocations (%) Target Price Agreed Price Corrected Hours Actual Hours
VER1725 VER1725-4 15449 NL Director No 2024-01-02 2025-01-01 0% 305.00 258.50 4.00 0.00
VER1725 VER1725-7 15449 NL Director No 2024-01-02 2025-01-01 0% 305.00 258.50 9.00 9.00
VER1725 VER1725-6 15292 NL Manager No 2024-01-02 2025-01-01 0% 235.00 218.00 9.50 9.50
VER1725 VER1725-2 15292 NL Manager No 2024-01-02 2025-01-01 1% 235.00 218.00 15.00 15.00
VER2256 VER2256-2 15292 NL Manager No 2025-01-02 2026-01-01 0% 242.50 225.50 1.00 0.00
VER2256 VER2256-8 15292 NL Manager No 2025-01-02 2026-01-01 1% 242.50 225.50 20.00 15.00
VER2256 VER2256-10 16004 BE Senior Consultant No 2025-01-02 2026-01-01 0% 210.00 202.00 1.00 0.00
VER2256 VER2256-9 16004 BE Senior Consultant No 2025-01-02 2026-01-01 1% 210.00 202.00 23.00 4.00
VER2256 VER2256-3 15808 NL Consultant No 2025-01-02 2026-01-01 0% 175.00 173.50 1.00 0.00
VER2256 VER2256-7 15808 NL Consultant No 2025-01-02 2026-01-01 1% 175.00 173.50 23.00 4.50
Monthly Project Allocations (Aggregated)
2025 Project Allocations

Table cells show: Corrected Hours (Planned + Correction) / Actual Hours (Timesheet) / Difference

Project ID Resource ID Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
VER1725 15449
0.02
0.00
0.02
 - - - - - - - - - - -
0.02
0.00
0.02
VER1725 15449
0.04
0.00
0.04
 - - - - - - - - - - -
0.04
0.00
0.04
VER1725 15292
0.04
0.00
0.04
 - - - - - - - - - - -
0.04
0.00
0.04
VER1725 15292
0.06
0.00
0.06
 - - - - - - - - - - -
0.06
0.00
0.06
VER2256 15292
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.09
0.00
0.09
0.08
0.00
0.08
0.09
0.00
0.09
0.09
0.00
0.09
0.08
0.00
0.08
0.09
0.00
0.09
1.00
0.00
1.00
VER2256 15292
1.69
7.00
-5.31
1.53
4.00
-2.47
1.61
0.00
1.61
1.69
0.00
1.69
1.68
0.50
1.18
1.61
3.50
-1.89
1.76
0.00
1.76
1.61
0.00
1.61
1.69
0.00
1.69
1.76
0.00
1.76
1.53
0.00
1.53
1.76
0.00
1.76
19.92
15.00
4.92
VER2256 16004
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.09
0.00
0.09
0.08
0.00
0.08
0.09
0.00
0.09
0.09
0.00
0.09
0.08
0.00
0.08
0.09
0.00
0.09
1.00
0.00
1.00
VER2256 16004
1.94
0.00
1.94
1.76
0.00
1.76
1.85
1.00
0.85
1.94
0.00
1.94
1.94
0.00
1.94
1.85
3.00
-1.15
2.03
0.00
2.03
1.85
0.00
1.85
1.94
0.00
1.94
2.03
0.00
2.03
1.76
0.00
1.76
2.02
0.00
2.02
22.91
4.00
18.91
VER2256 15808
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.08
0.00
0.08
0.09
0.00
0.09
0.08
0.00
0.08
0.09
0.00
0.09
0.09
0.00
0.09
0.08
0.00
0.08
0.09
0.00
0.09
1.00
0.00
1.00
VER2256 15808
1.94
0.00
1.94
1.76
4.50
-2.74
1.85
0.00
1.85
1.94
0.00
1.94
1.94
0.00
1.94
1.85
0.00
1.85
2.03
0.00
2.03
1.85
0.00
1.85
1.94
0.00
1.94
2.03
0.00
2.03
1.76
0.00
1.76
2.02
0.00
2.02
22.91
4.50
18.41